---
title: "Form Trigger Block: Launch Linked Forms with Shared Access, Linked Numbers, and Auto-Mapping"
url: "https://help.ontraccr.com/en/article/form-trigger-block-launch-linked-forms-with-shared-access-linked-numbers-and-auto-mapping"
language: "en"
last_updated: "2025-05-26T22:45:05.031Z"
---

# Form Trigger Block: Launch Linked Forms with Shared Access, Linked Numbers, and Auto-Mapping

## 📄 Form Trigger Block: Launch Linked Forms with Shared Access, Linked Numbers, and Auto-Mapping  
 

The **Form Trigger Block** is one of the most powerful features in Ontraccr. It lets you **automatically launch one or more forms** as a result of another form being submitted—while passing key information between them, linking form numbers, and deciding who fills each one out.

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## 🔁 What Is the Form Trigger Block?

This block allows you to:

-   Automatically launch **one or more downstream forms**
-   Choose **who receives** the new form(s)
-   Decide whether the new form is **shared or unique per user**
-   **Link numbering** between the parent and triggered form
-   **Map fields** from the parent form into the triggered one

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## 🛠 How to Use the Form Trigger Block

1.  In **Step 3: Workflow**, drag the **Form Trigger Block** into the workflow
2.  Connect it to a previous step (e.g., Submit, Approval, Edit)
3.  Click the block to configure the following:

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## ⚙️ Key Configuration Options

### 1\. **Select Triggered Form**

Pick any form template in your account to trigger next.

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### 2\. **Select Recipients**

Choose who the new form gets assigned to:

-   **Form Author**
-   **Specific User**
-   **A Specific Role**

✅ All users selected here will receive the triggered form unless **Shared Form** is enabled (see below).

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### 3\. **Shared Form (Optional)**

Enable to send **one shared version** of the form to all recipients.

If disabled, each recipient gets **their own individual copy**.

> ✅ Use shared forms for team collaboration
> 
> ❌ Use individual forms when each person must submit separately

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### 4\. **Link Form Number (Optional)**

Enable this to attach a **child number** to the new form.

> If parent form is 1000, linked triggered form becomes 1000-1, 1000-2, etc.

✅ Helps track revisions, change orders, or sub-workflows tied to the original.

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### 5\. **Field Mapping**

Click the **Configure** button to map fields from the original form into the triggered one.

-   Click **Auto Map** to pre-fill based on matching field names
-   Manually override or add any custom mappings
-   Works with any compatible field type: Text, Table, Dropdowns, etc.

> 🧠 Saves time by pre-filling known details (e.g., Project, Contact, Equipment used)

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## 🧠 Use Case Examples

| Scenario | Triggered Form | Notes |
| --- | --- | --- |
| “Was anyone injured?” = Yes | Trigger Incident Report | Shared form sent to safety manager |
| Field submits Work Order | Trigger Invoice Form | Link number + map materials/time |
| Subcontractor fills Safety Audit | Trigger Corrective Action Form | Shared or individual follow-up |
| Change Order from field | Triggers Office Review Form | Pass through project + cost code info |

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## 📌 Best Practices

-   🔁 Use **linked numbers** to track versions and chains
-   ✅ Use **field mapping** to reduce re-entry and errors
-   👥 Use **shared forms** only when a group needs to collaborate on the same submission
-   📋 Add **conditional logic** before this block if the trigger should only happen in specific cases